DSP Natural Resources and New Energy Fund Direct Plan Growth

Equity
Sectoral / Thematic
Very High Risk
39.63%
3Y annualised
+0.15% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Mar 2023₹61.09
Min. SIP amount₹500
RatingNA
Fund size₹673.00Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.2%39.6%11.7%15.9%
Category average-5.0%32.6%13.7%NA
Rank with in category112NA
Understand terms

Holdings (20)

NameSectorInstrumentAssets
Black Rock Global Funds - New Energy Fund
FinancialForgn.MF- Equity17.1%
Jindal Steel & Power Ltd.Metals & MiningEquity8.3%
Hindalco Industries Ltd.Metals & MiningEquity8.1%
Tata Steel Ltd.Metals & MiningEquity7.6%
Reliance Industries Ltd.EnergyEquity6.6%
Black Rock Global Funds - World Energy Fund
FinancialForgn.MF- Equity6.1%
Hindustan Zinc Ltd.Metals & MiningEquity5.4%
Bharat Petroleum Corporation Ltd.EnergyEquity5.0%
Gujarat State Petronet Ltd.EnergyEquity4.2%
Oil & Natural Gas Corporation Ltd.EnergyEquity4.1%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

Consistently top ranked fund
5Y annualised returns lower than category average by 2.09%
Exit load is zero
Lower expense ratio: 1.16%
Consistently higher annualised returns than category average for the past 1Y and 3Y

Expense ratio, exit load and tax

Expense ratio: 1.16%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Jay Kothari
Mar 2013 - Present
View details

Education
Mr. Kothari is a BMS and MBA from Mumbai University .
Experience
Prior to becoming the fund manager in DSPIM he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
NATRAJ, Office No. 302-3rd Floor-Plot No. 194, MV Road JunctionWestern Express Highway,Andheri East Mumbai 400069
Phone
022-66178000
Launch Date
16 Dec 1996
E-mail
NA
Website
NA
DSP Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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